Before you begin:
If you have not signed up for a free Bonterra Academy account, please access the linked help article below for instructions on setting up your account. Once you have your login for the Bonterra Academy, you will have access to a wealth of self-paced learning materials, including the recordings and live registration for the webinars listed below.
Apricot Targeted Learnings Catalog
View the below list of our 15-minute targeted learning webinars. These webinars each address a specific process or need within Apricot and aim to equip you with the knowledge to effectively complete these tasks in your software.
Note: You must be logged into your Bonterra Academy account to successfully view the recordings.
Title | Course Description | Audience | Duration | Link to Recording | Link to Sign-up |
Replacing Fields in Forms | Review how to replace existing fields when re-designing your forms. | Apricot Administrators | 15 min | Coming Soon | |
Building Reports to Pull Record IDs for Import | Learn how to build a report that identifies Record IDs for a smooth and accurate data import. | Apricot Administrators | 15 min | Coming Soon | |
Importing Data into New Fields | Learn how to import data from an original field to a new field within your form. | Apricot Administrators | 15 min | Coming Soon | |
Best Practices when Replacing Fields in Forms | Review best practices and considerations when moving data to a new field in your form. | Apricot Administrators | 15 min | Coming Soon | |
Searching For Records and Record Access | Learn tips and tricks for effectively searching records and troubleshooting record access. | All Users | 15 min | Coming Soon | |
Using Limits in Reporting | Covers adding limits to your reports with relevant use cases. | Apricot Administrators | 15 min | Coming Soon | |
Adding Filters to Limits | Walks through adding filters to the limits within your reports to refine results. | Apricot Administrators | 15 min | Coming Soon | |
Using Aliases in Reporting | Reviews aliases and how to meaningfully use them in reporting. | Apricot Administrators | 15 min | Coming Soon | |
Adding Filters to Aliases | Understand how filters work with aliases in your reports. | Apricot Administrators | 15 min | Coming Soon | |
Building Your Intake Form | Learn to utilize Intake Forms to encourage seamless self-referrals to your agency. | Apricot Administrators | 15 min | Coming Soon | |
Building Reports to Locate Intake Records | Learn to build a report that identifies new records created through your Intake form. | Apricot Administrators | 15 min | Coming Soon |